Linden Thomas Advisory Services, LLC More: the full row for Linden Thomas Advisory Services, LLC 1,166 $230K 0.02% -29 13F-HR Timeline ZACKS INVESTMENT MANAGEMENT More: the full row for ZACKS INVESTMENT MANAGEMENT 1,158 $228K <0.01% +21 13F-HR Timeline Legacy Wealth Management, LLC / MS More: the full row for Legacy Wealth Management, LLC / MS 1,151 $227K 0.06% -75 13F-HR Timeline Kera Capital Partners, Inc. More: the full row for Kera Capital Partners, Inc. 1,142 $225K 0.03% +119 13F-HR Timeline PATRIOT INVESTMENT MANAGEMENT GROUP, IN… More: the full row for PATRIOT INVESTMENT MANAGEMENT GROUP, INC. 1,140 $224K 0.01% -82 13F-HR Timeline Alpha Family Trust in group Alpha Family Trust More: the full row for Alpha Family Trust 1,140 $224K 0.11% 0 13F-HR Timeline Group Joel Isaacson & Co., LLC More: the full row for Joel Isaacson & Co., LLC 1,139 $224K 0.01% 0 13F-HR Timeline Wall Street Financial Group, Inc. More: the full row for Wall Street Financial Group, Inc. 1,139 $224K 0.13% +44 13F-HR Timeline BOSTON FAMILY OFFICE LLC More: the full row for BOSTON FAMILY OFFICE LLC 1,140 $224K 0.01% 0 13F-HR Timeline Broadway Wealth Solutions, Inc. More: the full row for Broadway Wealth Solutions, Inc. 1,125 $221K 0.11% +2 13F-HR Timeline HANTZ FINANCIAL SERVICES, INC. More: the full row for HANTZ FINANCIAL SERVICES, INC. 1,119 $220K <0.01% +386 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Cyndeo Wealth Partners, LLC More: the full row for Cyndeo Wealth Partners, LLC 1,116 $220K 0.01% +15 13F-HR Timeline AFFINITY WEALTH MANAGEMENT LLC More: the full row for AFFINITY WEALTH MANAGEMENT LLC 1,112 $219K 0.03% -41 13F-HR Timeline Keystone Financial Group More: the full row for Keystone Financial Group 773 $219K 0.01% -169 13F-HR Timeline GARDNER LEWIS ASSET MANAGEMENT L P More: the full row for GARDNER LEWIS ASSET MANAGEMENT L P 1,110 $219K 0.05% -5,622 13F-HR Timeline nVerses Capital, LLC More: the full row for nVerses Capital, LLC 1,110 $219K 0.2% new 13F-HR Timeline ATTICUS WEALTH MANAGEMENT, LLC More: the full row for ATTICUS WEALTH MANAGEMENT, LLC 1,106 $218K 0.06% +43 13F-HR Timeline Costello Asset Management, INC More: the full row for Costello Asset Management, INC 1,100 $217K 0.07% 0 13F-HR Timeline WESTPAC BANKING CORP in group WESTPAC BANKING CORP More: the full row for WESTPAC BANKING CORP 1,096 $216K 0.02% -31 13F-HR Timeline Group EverSource Wealth Advisors, LLC in group EverSource Wealth Advisors, L… More: the full row for EverSource Wealth Advisors, LLC 1,092 $215K 0.01% +398 13F-HR/A Timeline Group LexAurum Advisors, LLC More: the full row for LexAurum Advisors, LLC 1,091 $215K 0.03% 13F-HR Timeline AlphaGrep UK Ltd More: the full row for AlphaGrep UK Ltd 1,079 $212K 0.06% new 13F-HR Timeline First Affirmative Financial Network More: the full row for First Affirmative Financial Network 1,078 $212K 0.08% 13F-HR/A Timeline Patten Group, Inc. More: the full row for Patten Group, Inc. 1,078 $212K 0.04% -36 13F-HR Timeline Wedmont Private Capital More: the full row for Wedmont Private Capital 1,037 $212K 0.01% +40 13F-HR Timeline OpenArc Corporate Advisory, LLC More: the full row for OpenArc Corporate Advisory, LLC 1,076 $212K <0.01% +130 13F-HR Timeline Pinnacle Financial Partners, Inc. in group Pinnacle Financial Partners, … More: the full row for Pinnacle Financial Partners, Inc. 1,062 $209K <0.01% -1,092 13F-HR Timeline Group Baker Avenue Asset Management, LP More: the full row for Baker Avenue Asset Management, LP 1,059 $208K <0.01% -459 13F-HR Timeline OARSMAN CAPITAL, INC. More: the full row for OARSMAN CAPITAL, INC. 1,056 $208K 0.03% +12 13F-HR Timeline FEDERATED HERMES, INC. in group FEDERATED HERMES, INC. More: the full row for FEDERATED HERMES, INC. 1,055 $208K <0.01% -25 13F-HR Timeline Group BRANDYWINE OAK PRIVATE WEALTH LLC More: the full row for BRANDYWINE OAK PRIVATE WEALTH LLC 1,050 $207K 0.02% 0 13F-HR Timeline Alta Advisers Ltd in group Alta Advisers Ltd More: the full row for Alta Advisers Ltd 1,043 $205K 0.07% 0 13F-HR Timeline Group Clearstead Advisors, LLC More: the full row for Clearstead Advisors, LLC 1,042 $205K <0.01% -776 13F-HR Timeline PATTON FUND MANAGEMENT, INC. More: the full row for PATTON FUND MANAGEMENT, INC. 1,041 $205K 0.03% 0 13F-HR Timeline IHT Wealth Management, LLC More: the full row for IHT Wealth Management, LLC 1,033 $203K <0.01% -37 13F-HR Timeline Continuum Advisory, LLC More: the full row for Continuum Advisory, LLC 1,017 $200K 0.02% -30 13F-HR Timeline SALEM INVESTMENT COUNSELORS INC More: the full row for SALEM INVESTMENT COUNSELORS INC 1,003 $198K 0.01% 0 13F-HR/A Timeline Westside Investment Management, Inc. More: the full row for Westside Investment Management, Inc. 1,000 $195K 0.03% 0 13F-HR Timeline PRIVATE TRUST CO NA More: the full row for PRIVATE TRUST CO NA 978 $193K 0.02% -182 13F-HR Timeline Asset Dedication, LLC More: the full row for Asset Dedication, LLC 935 $184K 0.01% -35 13F-HR Timeline E Fund Management (Hong Kong) Co., Ltd. More: the full row for E Fund Management (Hong Kong) Co., Ltd. 910 $179K 0.08% -80 13F-HR Timeline Smithfield Trust Co More: the full row for Smithfield Trust Co 831 $164K 0.01% +650 13F-HR Timeline United Community Bank in group United Community Bank More: the full row for United Community Bank 816 $161K 0.05% +36 13F-HR Timeline Group LRI Investments, LLC More: the full row for LRI Investments, LLC 24,626 $157K 0.01% +42 13F-HR Timeline Cassaday & Co Wealth Management LLC More: the full row for Cassaday & Co Wealth Management LLC 796 $157K <0.01% new 13F-HR Timeline SOA Wealth Advisors, LLC. More: the full row for SOA Wealth Advisors, LLC. 764 $150K 0.03% -27 13F-HR Timeline Johnson Financial Group, Inc. in group Johnson Financial Group, Inc. More: the full row for Johnson Financial Group, Inc. 756 $150K 0.01% 0 13F-HR Timeline Group Cromwell Holdings LLC More: the full row for Cromwell Holdings LLC 733 $145K 0.08% 0 13F-HR Timeline Arax Advisory Partners More: the full row for Arax Advisory Partners 643 $137K <0.01% -1,262 13F-HR Timeline ALBION FINANCIAL GROUP /UT More: the full row for ALBION FINANCIAL GROUP /UT 690 $136K 0.01% 0 13F-HR Timeline CYBER HORNET ETFs LLC More: the full row for CYBER HORNET ETFs LLC 693 $136K 0.09% -39 13F-HR Timeline MV CAPITAL MANAGEMENT, INC. More: the full row for MV CAPITAL MANAGEMENT, INC. 676 $133K 0.01% -53 13F-HR Timeline Pinnacle Bancorp, Inc. More: the full row for Pinnacle Bancorp, Inc. 672 $132K 0.04% 0 13F-HR Timeline HAZLETT, BURT & WATSON, INC. More: the full row for HAZLETT, BURT & WATSON, INC. 660 $131K 0.04% +1 13F-HR Timeline Legacies Wealth LLC More: the full row for Legacies Wealth LLC 659 $130K 0.08% 0 13F-HR Timeline Spire Wealth Management in group Spire Wealth Management More: the full row for Spire Wealth Management 651 $128K <0.01% +161 13F-HR Timeline Group UNION SAVINGS BANK More: the full row for UNION SAVINGS BANK 645 $127K 0.06% 0 13F-HR Timeline SIMPLEX TRADING, LLC More: the full row for SIMPLEX TRADING, LLC 633 $125K <0.01% new 13F-HR Timeline State of Wyoming More: the full row for State of Wyoming 623 $123K 0.01% new 13F-HR Timeline Greykasell Wealth Strategies, Inc. More: the full row for Greykasell Wealth Strategies, Inc. 612 $120K 0.05% 0 13F-HR Timeline Versant Capital Management, Inc More: the full row for Versant Capital Management, Inc 610 $120K 0.01% +344 13F-HR Timeline Crewe Advisors LLC More: the full row for Crewe Advisors LLC 600 $118K 0.01% 0 13F-HR Timeline Smartleaf Asset Management LLC More: the full row for Smartleaf Asset Management LLC 612 $115K <0.01% +241 13F-HR Timeline Wilmington Savings Fund Society, FSB More: the full row for Wilmington Savings Fund Society, FSB 573 $113K <0.01% +498 13F-HR Timeline TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU… More: the full row for TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA 570 $112K 0.04% +120 13F-HR Timeline The filing omitted confidential holdings, a later amendment may add them. Heritage Wealth Advisors More: the full row for Heritage Wealth Advisors 564 $111K <0.01% +32 13F-HR Timeline Pekao Towarzystwo Funduszy Inwestycyjny… More: the full row for Pekao Towarzystwo Funduszy Inwestycyjnych S.A. 550 $108K 0.08% -7,581 13F-HR Timeline Evelyn Partners Group Ltd group of 2 filers holding More: the full row for Evelyn Partners Group Ltd 542 $107K +12 Timeline Grove Bank & Trust More: the full row for Grove Bank & Trust 521 $103K 0.01% 0 13F-HR Timeline Parkside Financial Bank & Trust More: the full row for Parkside Financial Bank & Trust 496 $97.6K 0.01% -68 13F-HR Timeline Wealth Preservation Advisors, LLC More: the full row for Wealth Preservation Advisors, LLC 493 $97.1K 0.08% -20 13F-HR Timeline CENTRAL TRUST Co More: the full row for CENTRAL TRUST Co 486 $95.8K <0.01% +46 13F-HR Timeline MCF Advisors LLC More: the full row for MCF Advisors LLC 476 $94.2K <0.01% +263 13F-HR Timeline DHJJ Financial Advisors, Ltd. More: the full row for DHJJ Financial Advisors, Ltd. 457 $90K 0.03% 0 13F-HR Timeline Intentional Wealth Strategies, LLC More: the full row for Intentional Wealth Strategies, LLC 446 $87.8K 0.08% 13F-HR Timeline MassMutual Private Wealth & Trust, FSB More: the full row for MassMutual Private Wealth & Trust, FSB 444 $87.4K <0.01% +22 13F-HR Timeline Cullen/Frost Bankers, Inc. in group Cullen/Frost Bankers, Inc. More: the full row for Cullen/Frost Bankers, Inc. 436 $85.9K <0.01% +129 13F-HR Timeline Group Wealth Enhancement Trust Services, Inc. More: the full row for Wealth Enhancement Trust Services, Inc. 425 $83.7K 0.01% 0 13F-HR Timeline Manchester Capital Management LLC More: the full row for Manchester Capital Management LLC 424 $83.5K 0.01% -20 13F-HR Timeline SITTNER & NELSON, LLC More: the full row for SITTNER & NELSON, LLC 423 $83.3K 0.03% 0 13F-HR Timeline GILL CAPITAL PARTNERS, LLC More: the full row for GILL CAPITAL PARTNERS, LLC 414 $81.5K 0.02% new 13F-HR Timeline Prestige Wealth Management Group LLC More: the full row for Prestige Wealth Management Group LLC 403 $79.7K 0.02% -4 13F-HR Timeline CVA Family Office, LLC More: the full row for CVA Family Office, LLC 398 $78.3K 0.01% +83 13F-HR Timeline ROTHSCHILD INVESTMENT LLC More: the full row for ROTHSCHILD INVESTMENT LLC 396 $78K <0.01% +34 13F-HR Timeline Ascentis Independent Advisors in group Ascentis Wealth Management, L… More: the full row for Ascentis Independent Advisors 394 $77.6K 0.01% new 13F-HR Timeline Group Westwind Capital More: the full row for Westwind Capital 383 $75K 0.02% new 13F-HR Timeline EASTERN BANK More: the full row for EASTERN BANK 370 $72.8K <0.01% -366 13F-HR Timeline Bruce G. Allen Investments, LLC More: the full row for Bruce G. Allen Investments, LLC 370 $72.8K 0.05% +12 13F-HR Timeline Parallax Volatility Advisers, L.P. More: the full row for Parallax Volatility Advisers, L.P. 349 $68.7K <0.01% -1,356 13F-HR Timeline Root Financial Partners, LLC More: the full row for Root Financial Partners, LLC 335 $65.9K <0.01% -102 13F-HR Timeline Sound Income Strategies, LLC More: the full row for Sound Income Strategies, LLC 333 $65.1K <0.01% -24 13F-HR Timeline Align Financial, LLC More: the full row for Align Financial, LLC 330 $65K 0.04% -71,300 13F-HR Timeline AdvisorNet Financial, Inc More: the full row for AdvisorNet Financial, Inc 327 $64.4K <0.01% +1 13F-HR Timeline REAP Financial Group, LLC More: the full row for REAP Financial Group, LLC 324 $63.7K 0.01% +2 13F-HR Timeline Financial Perspectives, Inc More: the full row for Financial Perspectives, Inc 321 $63.3K 0.02% 0 13F-HR Timeline STANCE CAPITAL LLC More: the full row for STANCE CAPITAL LLC 320 $63K 0.03% new 13F-HR Timeline HHM Wealth Advisors, LLC More: the full row for HHM Wealth Advisors, LLC 303 $59.7K 0.01% 0 13F-HR Timeline CHELSEA COUNSEL CO More: the full row for CHELSEA COUNSEL CO 300 $59.4K 0.03% 0 13F-HR/A Timeline Salomon & Ludwin, LLC More: the full row for Salomon & Ludwin, LLC 299 $58.2K 0.01% +8 13F-HR Timeline Golden State Wealth Management, LLC More: the full row for Golden State Wealth Management, LLC 290 $57.3K 0.01% 0 13F-HR Timeline Opal Wealth Advisors, LLC More: the full row for Opal Wealth Advisors, LLC 289 $56.9K 0.01% new 13F-HR Timeline Goodman Advisory Group, LLC More: the full row for Goodman Advisory Group, LLC 284 $55.9K 0.01% -106 13F-HR Timeline Wealth Science Advisors LLC More: the full row for Wealth Science Advisors LLC 250 $54.3K 0.03% new 13F-HR Timeline TOTH FINANCIAL ADVISORY CORP More: the full row for TOTH FINANCIAL ADVISORY CORP 264 $52K 0.01% +50 13F-HR Timeline ST GERMAIN D J CO INC in group ST GERMAIN D J CO INC More: the full row for ST GERMAIN D J CO INC 257 $50.6K <0.01% 0 13F-HR Timeline Group Hilton Head Capital Partners, LLC More: the full row for Hilton Head Capital Partners, LLC 255 $50.2K 0.03% +12 13F-HR Timeline THURSTON, SPRINGER, MILLER, HERD & TITA… More: the full row for THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 243 $47.8K 0.02% -155 13F-HR Timeline Parvin Asset Management, LLC More: the full row for Parvin Asset Management, LLC 240 $47.2K 0.03% +165 13F-HR Timeline Delos Wealth Advisors, LLC More: the full row for Delos Wealth Advisors, LLC 237 $46.7K 0.03% +79 13F-HR Timeline Private Wealth Asset Management, LLC More: the full row for Private Wealth Asset Management, LLC 236 $46.5K <0.01% -30 13F-HR Timeline Prosperity Bancshares Inc More: the full row for Prosperity Bancshares Inc 231 $45.5K 0.04% +90 13F-HR Timeline CHILTON CAPITAL MANAGEMENT LLC More: the full row for CHILTON CAPITAL MANAGEMENT LLC 225 $44.3K <0.01% -3 13F-HR Timeline GoalVest Advisory LLC More: the full row for GoalVest Advisory LLC 225 $44.3K 0.01% -125 13F-HR Timeline Rosenberg Matthew Hamilton More: the full row for Rosenberg Matthew Hamilton 222 $43.7K 0.01% 0 13F-HR Timeline Wilkerson Advisory Group LLC More: the full row for Wilkerson Advisory Group LLC 216 $42.5K 0.01% -1,333 13F-HR Timeline TopTier Wealth Management, LLC More: the full row for TopTier Wealth Management, LLC 215 $42.3K 0.03% new 13F-HR Timeline EDMOND DE ROTHSCHILD HOLDING S.A. in group EDMOND DE ROTHSCHILD HOLDING … More: the full row for EDMOND DE ROTHSCHILD HOLDING S.A. 214 $42.1K <0.01% +57 13F-HR Timeline Group Bayforest Capital Ltd More: the full row for Bayforest Capital Ltd 202 $39.8K 0.04% -66 13F-HR Timeline AMERIFLEX GROUP, INC. More: the full row for AMERIFLEX GROUP, INC. 200 $39.4K 0.02% -85 13F-HR Timeline Legacy Wealth Managment, LLC/ID in group Legacy Wealth Managment, LLC/… More: the full row for Legacy Wealth Managment, LLC/ID 196 $38.6K 0.02% 0 13F-HR Timeline Group Jackson, Grant Investment Advisers, Inc. More: the full row for Jackson, Grant Investment Advisers, Inc. 189 $37.2K 0.01% 0 13F-HR Timeline True Wealth Design, LLC More: the full row for True Wealth Design, LLC 181 $35.6K 0.01% -2 13F-HR Timeline KELLEHER FINANCIAL ADVISORS More: the full row for KELLEHER FINANCIAL ADVISORS 160 $35K 0.01% new 13F-HR Timeline ZIONS BANCORPORATION, NATIONAL ASSOCIAT… More: the full row for ZIONS BANCORPORATION, NATIONAL ASSOCIATION /UT/ 177 $34.8K <0.01% -19 13F-HR Timeline Innovative Asset Advisors Group, LLC More: the full row for Innovative Asset Advisors Group, LLC 176 $34.8K 0.02% 13F-HR Timeline BROWN, LISLE/CUMMINGS, INC. More: the full row for BROWN, LISLE/CUMMINGS, INC. 176 $34.6K 0.01% +23 13F-HR Timeline FARMERS & MERCHANTS INVESTMENTS INC in group FARMERS & MERCHANTS INVESTMEN… More: the full row for FARMERS & MERCHANTS INVESTMENTS INC 175 $34.5K <0.01% 0 13F-HR Timeline Group Miller Global Investments, LLC More: the full row for Miller Global Investments, LLC 173 $34.1K 0.03% new 13F-HR Timeline Quarry LP More: the full row for Quarry LP 170 $33.5K 0.01% new 13F-HR Timeline CNB Bank More: the full row for CNB Bank 165 $32.5K 0.01% -15 13F-HR Timeline Quent Capital, LLC More: the full row for Quent Capital, LLC 165 $32.5K <0.01% -261 13F-HR Timeline RICHARDSON FINANCIAL SERVICES INC. More: the full row for RICHARDSON FINANCIAL SERVICES INC. 165 $32.5K 0.02% 0 13F-HR Timeline Community Bank, N.A. More: the full row for Community Bank, N.A. 161 $31.7K <0.01% 0 13F-HR Timeline Ancora Advisors LLC in group Ancora Advisors LLC More: the full row for Ancora Advisors LLC 160 $31.5K <0.01% +5 13F-HR Timeline Group Axiom Investment Management LLC More: the full row for Axiom Investment Management LLC 159 $31.3K 0.02% 13F-HR Timeline HORIZON FINANCIAL SERVICES, LLC More: the full row for HORIZON FINANCIAL SERVICES, LLC 156 $30.7K 0.01% +86 13F-HR Timeline GW&K Investment Management, LLC More: the full row for GW&K Investment Management, LLC 152 $30K <0.01% -5 13F-HR Timeline 3 FACTOR INDEXING, LLC More: the full row for 3 FACTOR INDEXING, LLC 147 $28.9K 0.03% 13F-HR Timeline Addison Advisors LLC More: the full row for Addison Advisors LLC 144 $28.3K 0.01% +8 13F-HR Timeline REXFORD CAPITAL INC More: the full row for REXFORD CAPITAL INC 142 $28K 0.02% 0 13F-HR Timeline INTERNATIONAL ASSETS INVESTMENT MANAGEM… More: the full row for INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 135 $26.6K <0.01% -1,464 13F-HR Timeline FINANCIAL CONSULATE, INC More: the full row for FINANCIAL CONSULATE, INC 134 $26.4K <0.01% +31 13F-HR Timeline Park Place Capital Corp More: the full row for Park Place Capital Corp 133 $26.2K 0.01% -5 13F-HR Timeline Geneos Wealth Management Inc. More: the full row for Geneos Wealth Management Inc. 132 $26K <0.01% 0 13F-HR Timeline SHP Wealth Management More: the full row for SHP Wealth Management 131 $25.9K <0.01% +5 13F-HR Timeline SJS Investment Consulting Inc. More: the full row for SJS Investment Consulting Inc. 131 $25.8K <0.01% +3 13F-HR Timeline Acumen Wealth Advisors, LLC More: the full row for Acumen Wealth Advisors, LLC 130 $25.7K 0.01% 0 13F-HR Timeline Pingora Partners LLC More: the full row for Pingora Partners LLC 125 $24.6K 0.01% 0 13F-HR Timeline GHP Investment Advisors, Inc. More: the full row for GHP Investment Advisors, Inc. 124 $24.4K <0.01% 0 13F-HR Timeline TD Waterhouse Canada Inc. More: the full row for TD Waterhouse Canada Inc. 123 $23.9K <0.01% -94 13F-HR Timeline Strategic Wealth Partners, Ltd. More: the full row for Strategic Wealth Partners, Ltd. 121 $23.9K <0.01% +2 13F-HR Timeline JPL Wealth Management, LLC More: the full row for JPL Wealth Management, LLC 120 $23.7K 0.01% new 13F-HR/A Timeline Core Alternative Capital More: the full row for Core Alternative Capital 120 $23.6K 0.01% -2,439 13F-HR Timeline Triumph Capital Management More: the full row for Triumph Capital Management 117 $23.1K <0.01% +14 13F-HR Timeline JFS WEALTH ADVISORS, LLC More: the full row for JFS WEALTH ADVISORS, LLC 115 $22.7K <0.01% -9 13F-HR Timeline Cheviot Value Management, LLC More: the full row for Cheviot Value Management, LLC 115 $22.6K <0.01% 0 13F-HR Timeline TWIN PEAKS WEALTH ADVISORS, LLC More: the full row for TWIN PEAKS WEALTH ADVISORS, LLC 112 $22K 0.01% new 13F-HR Timeline Catalyst Capital Advisors LLC More: the full row for Catalyst Capital Advisors LLC 107 $21.1K <0.01% +41 13F-HR Timeline NFSG Corp More: the full row for NFSG Corp 105 $20.7K <0.01% -21 13F-HR Timeline Bogart Wealth, LLC More: the full row for Bogart Wealth, LLC 105 $20.7K <0.01% 0 13F-HR Timeline NBT BANK, N.A. in group NBT BANK, N.A. More: the full row for NBT BANK, N.A. 103 $20.3K <0.01% 0 13F-HR Timeline Group Lodestone Wealth Management LLC More: the full row for Lodestone Wealth Management LLC 103 $20.3K 0.01% 0 13F-HR/A Timeline Hilltop National Bank More: the full row for Hilltop National Bank 101 $19.9K <0.01% +20 13F-HR Timeline Operose Advisors LLC More: the full row for Operose Advisors LLC 100 $19.7K <0.01% new 13F-HR Timeline Olistico Wealth, LLC More: the full row for Olistico Wealth, LLC 100 $19.7K 0.01% 0 13F-HR Timeline Kings Path Partners LLC More: the full row for Kings Path Partners LLC 100 $19.7K 0.01% 0 13F-HR/A Timeline Chung Wu Investment Group, LLC More: the full row for Chung Wu Investment Group, LLC 100 $19.7K 0.02% 0 13F-HR Timeline JNBA Financial Advisors More: the full row for JNBA Financial Advisors 93 $18.3K <0.01% 0 13F-HR Timeline Fortitude Family Office, LLC More: the full row for Fortitude Family Office, LLC 92 $18.1K <0.01% +38 13F-HR Timeline Beacon Financial Strategies CORP More: the full row for Beacon Financial Strategies CORP 90 $17.7K 0.01% 0 13F-HR Timeline Financial Freedom, LLC More: the full row for Financial Freedom, LLC 87 $17K 0.01% 0 13F-HR Timeline CURIO WEALTH, LLC More: the full row for CURIO WEALTH, LLC 85 $16.7K 0.01% +3 13F-HR Timeline Measured Wealth Private Client Group, L… More: the full row for Measured Wealth Private Client Group, LLC 80 $15.7K <0.01% 0 13F-HR Timeline Sunrise Financial Services, LLC More: the full row for Sunrise Financial Services, LLC 77 $15.2K 0.01% 0 13F-HR Timeline VALLEY NATIONAL ADVISERS INC More: the full row for VALLEY NATIONAL ADVISERS INC 77 $15K <0.01% -9 13F-HR Timeline Kilter Group LLC More: the full row for Kilter Group LLC 76 $15K 0.01% +17 13F-HR Timeline Physician Wealth Advisors, Inc. More: the full row for Physician Wealth Advisors, Inc. 69 $13.6K <0.01% +3 13F-HR Timeline Rossby Financial, LCC More: the full row for Rossby Financial, LCC 69 $13.5K <0.01% -16 13F-HR Timeline Hanson & Doremus Investment Management More: the full row for Hanson & Doremus Investment Management 65 $13K <0.01% 0 13F-HR Timeline HIGHLINE WEALTH PARTNERS LLC More: the full row for HIGHLINE WEALTH PARTNERS LLC 65 $12.8K <0.01% +9 13F-HR Timeline Sachetta, LLC More: the full row for Sachetta, LLC 64 $12.6K 0.01% 0 13F-HR Timeline Red Tortoise LLC More: the full row for Red Tortoise LLC 61 $11.9K 0.01% +1 13F-HR Timeline Archer Investment Corp More: the full row for Archer Investment Corp 56 $11.1K <0.01% -27 13F-HR Timeline WealthCollab, LLC More: the full row for WealthCollab, LLC 55 $10.8K <0.01% 0 13F-HR Timeline Essential Partners LLC More: the full row for Essential Partners LLC 55 $10.8K <0.01% 0 13F-HR Timeline CONSULTIVA WEALTH MANAGEMENT, CORP. More: the full row for CONSULTIVA WEALTH MANAGEMENT, CORP. 54 $10.6K 0.03% 0 13F-HR Timeline Hughes Financial Services, LLC More: the full row for Hughes Financial Services, LLC 54 $10.6K <0.01% 0 13F-HR Timeline High Note Wealth, LLC More: the full row for High Note Wealth, LLC 53 $10.4K <0.01% +1 13F-HR Timeline Kozak & Associates, Inc. More: the full row for Kozak & Associates, Inc. 50 $10.4K <0.01% 0 13F-HR Timeline Pinnacle Wealth Planning Services, Inc. More: the full row for Pinnacle Wealth Planning Services, Inc. 52 $10.2K <0.01% +2 13F-HR Timeline Basecamp Wealth Advisors LLC More: the full row for Basecamp Wealth Advisors LLC 52 $10.2K <0.01% -79 13F-HR Timeline Activest Wealth Management More: the full row for Activest Wealth Management 51 $10K <0.01% +39 13F-HR Timeline Joseph Group Capital Management More: the full row for Joseph Group Capital Management 51 $10K <0.01% new 13F-HR Timeline RESOURCES MANAGEMENT CORP /CT/ /ADV More: the full row for RESOURCES MANAGEMENT CORP /CT/ /ADV 50 $10K <0.01% 0 13F-HR Timeline CHESAPEAKE ASSET MANAGEMENT LLC More: the full row for CHESAPEAKE ASSET MANAGEMENT LLC 50 $9.84K 0.01% 0 13F-HR Timeline Clayton Financial Group LLC More: the full row for Clayton Financial Group LLC 50 $9.84K 0.01% 0 13F-HR Timeline Plante Moran Financial Advisors, LLC More: the full row for Plante Moran Financial Advisors, LLC 50 $9.81K <0.01% 0 13F-HR Timeline Boreal Capital Management LLC More: the full row for Boreal Capital Management LLC 49 $9.7K 0.01% 0 13F-HR Timeline SOUTH PLAINS FINANCIAL, INC. More: the full row for SOUTH PLAINS FINANCIAL, INC. 48 $9.45K 0.01% 0 13F-HR Timeline Transce3nd, LLC More: the full row for Transce3nd, LLC 48 $9.45K 0.08% -42 13F-HR Timeline